GLCU

MONEY CONCEPTS FINANCIAL PLANNING CENTRE

Financial Planning, Investments & Brokerage Services
In addition to traditional savings and investment products, Great Lakes Credit Union offers members the Money Concepts program, a personal financial planning, investment and brokerage service. Money Concepts, with over 500 planning centers worldwide, provides members with an ongoing full service process designed to:

Give you professional products, money mentoring and direction in order to obtain your monetary goals
Keep you up-to-date through scheduled periodic reviews of your portfolio

Experience an investment service unlike any other you have encountered before.
For more information or to set up a no-obligation appointment, call 847-578-7021 or 1-800-982-7850 extension 7021.

MEET THE TEAM

BEN PAHL
Ben Pahl, Financial Advisor, is a member of The Tranel Financial Group through Money Concept's professional advisory team and serves on its 9 member Investment Council. Ben specializes in working with Great Lakes Credit Union Members assisting them with all of their financial planning needs.

Financial Advisor
Top 5% of all National Sales Leaders in the Money Concepts System
Money Concepts Rookie of the Year Recipient in 2006
GLMV Chamber of Commerce Member
Investment Council Member
Licenses: Series 7 & 66, and Life, Accident & Health Insurance

Specializes In:

Retirement Income Planning
Real Estate Investment Trusts

All securities through Money Concepts Capital Corp., Member NASD/SIPC, 1509 N. Milwaukee Avenue, Libertyville, Illinois 60048. Investments are Not NCUSIF insured - May Lose Value - No Credit Union Guarantee